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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
1176
Birch Hill Investment Advisors
Massachusetts
$224K
IPAM
1177
Investment Partners Asset Management
New Jersey
$224K
PP
1178
Patten & Patten
Tennessee
$224K
FG
1179
Fiduciary Group
Georgia
$223K
SWM
1180
Segment Wealth Management
Texas
$223K +$212K +1,194 New
FPCG
1181
Fort Pitt Capital Group
Pennsylvania
$222K -$23.3K -131 -10%
PGA
1182
Portland Global Advisors
Maine
$222K
LGWM
1183
Litman Gregory Wealth Management
California
$221K +$210K +1,184 New
MHB
1184
Midwest Heritage Bank
Iowa
$221K +$210K +1,181 New
GI
1185
GAMMA Investing
California
$220K -$36.3K -204 -15%
TH
1186
TCTC Holdings
Texas
$220K
FCMT
1187
Founders Capital Management (Texas)
Texas
$219K -$16.9K -95 -7%
CP
1188
Covenant Partners
Tennessee
$217K -$17.1K -96 -8%
DIM
1189
Delta Investment Management
California
$217K -$4.5M -25,306 -96%
RF
1190
RHS Financial
California
$217K +$206K +1,159 New
CDH
1191
Charles D. Hyman
$215K +$204K +1,150 New
HI
1192
Human Investing
Oregon
$215K +$204K +1,149 New
Lazard Asset Management
1193
Lazard Asset Management
New York
$214K
T
1194
TrueFG
Texas
$214K +$204K +1,145 New
PPP
1195
Private Portfolio Partners
New Jersey
$213K +$203K +1,142 New
VDI
1196
Vaughan David Investments
Illinois
$213K -$161K -907 -44%
AWM
1197
Aprio Wealth Management
Georgia
$213K +$202K +1,138 New
TA
1198
TFB Advisors
Kansas
$212K +$212K +1,191 New
OPPS
1199
Obsidian Personal Planning Solutions
Maryland
$208K +$206K +1,161 New
1WA
1200
180 Wealth Advisors
Washington
$208K +$197K +1,111 New